David Simon

As Principal Adviser and founding partner of Integral Private Wealth, I draw on more than 20 years of experience advising high net worth individuals and families. My career began at Westpac Group where I led one of the largest practices within the Private Bank. This experience shaped my approach to delivering disciplined, evidence based advice and ultimately inspired the creation of Integral Private Wealth. I hold Certified Financial Adviser status with the Responsible Investment Association Australasia, which reflects my commitment to responsible investment principles and the integration of environmental, social and governance considerations into advice where appropriate. My focus remains on providing clear, high quality guidance that helps clients make confident decisions and build lasting financial wellbeing. I contribute regularly to leading media platforms to support financial literacy and simplify complex economic issues for a broad audience. My work has been recognised across the industry, including eight consecutive appearances on the Barron’s Australia Top Financial Advisers list from 2018 to 2025 and inclusion among the 50 most influential advisers by Financial Standard.